Clearstead Advisors’s Gabelli Dividend & Income Trust GDV Stock Holding History

Clearstead Advisors’s Portfolio GDV Stock Details GDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-800	Closed	-$21.7K	–	2940
2025 Q3	$21.7K	Hold	800	–	–	﹤0.01%	1611
2025 Q2	$20.8K	Hold	800	–	–	﹤0.01%	1611
2025 Q1	$19.3K	Buy	+800	New	+$19.6K	﹤0.01%	1433
2024 Q1	–	Sell	-1,000	Closed	-$21.6K	–	1573
2023 Q4	$21.6K	Hold	1,000	–	–	﹤0.01%	926
2023 Q3	$19.4K	Buy	+1,000	New	+$20.9K	﹤0.01%	895
2021 Q1	–	Sell	-1,000	Closed	-$21K	–	1141
2020 Q4	$21K	Buy	+1,000	New	+$20K	﹤0.01%	620

Other funds holding GDV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clearstead Advisors's GDV Position: Q4 2025 in Review

Clearstead Advisors sold out of Gabelli Dividend & Income Trust (GDV) in Q4 2025, closing a stake of 800 shares — an estimated $21.7K sold.

Clearstead Advisors first reported a position in GDV in Q4 2020 and held it in 6 quarters. The position peaked at $21.7K in Q3 2025. 186 funds tracked by Wall St. Rank hold GDV as of Q4 2025.

Clearstead Advisors reported no remaining Gabelli Dividend & Income Trust position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 800 Gabelli Dividend & Income Trust shares in Q4 2025, an estimated $21.7K.
Clearstead Advisors first reported a position in Gabelli Dividend & Income Trust in Q4 2020 and held it in 6 quarters.
Clearstead Advisors's Gabelli Dividend & Income Trust position peaked at $21.7K in Q3 2025.
186 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.